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-Lam Research chops guidance, outlook & headcount sharply
-Further declines as 2023 will be H1 weighted- No end in sight
-System sales cut by more than half as even service is cut
-Memory is the culprit as expected-Forcing business “reset”
While Lam reported a good December,… Read More
-Demand far exceeds supply & much longer than any downturn
-Full speed ahead-$40B in solid backlog provides great comfort
-ASP increase shows strength- China is non issue
-In a completely different league than other equipment makers
Revenues were Euro6.4B with system sales making up Euro4.7B… Read More
Many technical shows have anchor tenants. Those are the companies that can be counted on to have a substantial booth presence, be active in the technical program and just pump life into the event at every turn. Samtec is that company for many shows around the world. And soon it will be time for them to work their magic at DesignCon in … Read More
At the IEDM conference in December 2022, Imec presented “Semi-damascene Integration of a 2-layer MOL VHV Scaling Booster to Enable 4-track Standard Cells,” I had a chance to not only read the paper and see it presented, but also to interview one of the authors Zsolt Tokie.
Logic designs are built up by standard cells such as inverters,… Read More
-UCTT & ICHR both pre announce ugly QTR & blame memory
-LRCX is the memory “poster child” & most impacted
-This is on top of China & Economic issues & memory specific
-Clearing out inventory is a sign of expected slow recovery
Both UCTT & ICHR that … Read More
Matt Genovese is the founder and CEO of Planorama Design, bringing over 25 years of career experience in high-tech, spanning semiconductors, hardware, IoT, IT, and software product development. He has a strong track record of planning, launching, and shipping products that work. Matt’s company, Planorama Design, is a software… Read More
CES 2023, the annual consumer technology show, was held last week in Las Vegas, Nevada. Over 115,000 people attended and over 3200 companies exhibited. As shown below, attendance and exhibitors were up about 2 ½ times the pandemic limited CES 2022. However, attendance was down one-third and exhibitors were down 27% from CES 2020.… Read More
One of the first events on the 2023 EDA calendar is the Phil Kaufman Award ceremony and banquet honoring the 2022 recipient Dr. Giovanni De Micheli. The event, hosted by the Electronic System Design Alliance (ESD Alliance) and the IEEE Council on Electronic Design Automation (CEDA), will be held Thursday, February 23, starting… Read More
-Samsung off the same chip cliff as Micron- “No skid marks”
-Samsung may be winning at a game of “Capex Chicken”
-No expectation of recovery any time soon – Consumers weak
-2023 a write off- Recovery will be delayed if spending isn’t
Samsung pre… Read More
Professor Chris Eliasmith (right side) is co-CEO and President of Applied Brain Research Inc. Chris is also the co-inventor of the Neural Engineering Framework (NEF), the Nengo neural development environment, and the Semantic Pointer Architecture, all of which are dedicated to leveraging our understanding of the brain to … Read More
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Rapidus, IBM, and the Billion-Dollar Silicon Sovereignty Bet